Sr Operations Professional - Clearing MFO Networking and Transfers
Core
Process, reconcile, and balance financial transactions for assigned products while resolving complex operational issues for high-priority advisors and clients.
Role type
Senior Operations Professional (Clearing & Transfers)
Builds
Transaction processing workflows and issue resolution for clearing operations
Domain
Financial Services / Clearing & Settlement
Required skills
Transaction processing, issue resolution, regulatory compliance, process improvement, auditing, analytical problem solving
Preferred skills
Financial services industry experience, product-specific knowledge
Technologies
N/A
Responsibilities
Research and resolve sophisticated issues escalated from operations teams; Process routine and complex transactions for high-priority accounts; Identify and implement process improvements; Audit and approve reissued transactions
Seniority
Mid-Senior, hands-on IC